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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,890 | $109,359-58.0% | $162,177-71.7% | $72,975-37.1% |
| Participation rate | 67.7% | 84.3%-16.5pp | 87.6%-19.8pp | 69.5%-1.7pp |
| Annual return | 20.57% | 25.46%-4.9pp | 115.60%-95.0pp | 81.01%-60.4pp |
| Employer contribution / active EE | $2,154 | $3,907-44.9% | $5,613-61.6% | $2,440-11.7% |
| Participant deferral / active EE | $4,612 | $5,481-15.9% | $7,297-36.8% | $3,608+27.8% |
| Admin fee / account holder | $561 | $7,972-93.0% | $10,843-94.8% | $5,124-89.1% |